Direct Consumer Annuity Specialist - Hybrid (Denver)

Oceanview Life and Annuity; Denver (CO); Hybrid; USD 100,000 - 125,000; Full time

Job summary

Oceanview Life and Annuity Company in Denver is seeking a Licensed Annuity Specialist to guide consumers through Oceanview fixed and fixed indexed annuity products without building a personal book of business. This is a hybrid role with in‑office presence three days per week.

You will respond to inquiries via phone, email, and digital channels, review illustrations, assist with applications, funding, and policy issuance, and maintain relationships with policyholders in a regulated,

Qualifications

• Active life license required with ability to obtain non‑resident licenses.
• 2–5 years of relevant experience in insurance, annuities, financial services, or related field.
• Experience interacting directly with consumers via telephone, email, or digital channels.
• Ability to explain annuity concepts clearly and educate consumers.
• Consultative selling approach with strong follow‑up.
• Customer service orientation and responsiveness.
• Ability to manage multiple prospects, applications, and ongoing activities.
• Comfort using CRM, illustration, and E‑application platforms.

Responsibilities

• Respond to inbound consumer inquiries and leads via multiple channels.
• Engage in consultative discussions to understand consumer needs and applicable Oceanview annuities.
• Explain product features, rates, guarantees, liquidity provisions, surrender charges, and crediting strategies.
• Prepare and review product illustrations and information for prospective customers.
• Guide customers from inquiry to application, funding, and policy issuance.
• Maintain relationships with direct and house‑account policyholders and provide licensed support through direct digital experience.
• Manage pipeline and follow up with prospects at different decision stages; drive engagement and conversions.
• Ensure compliance, accurate records, and timely communication throughout the process.

Skills

Active life license

2–5 years experience

Consumer communications

Consultative selling

CRM & illustration tools

Attention to detail

Education

Bachelor's degree preferred

Tools

Salesforce

Job description

Oceanview Life and Annuity Company in Denver is seeking a Licensed Annuity Specialist to guide consumers through Oceanview fixed and fixed indexed annuity products without building a personal book of business. This is a hybrid role with in‑office presence three days per week.

You will respond to inquiries via phone, email, and digital channels, review illustrations, assist with applications, funding, and policy issuance, and maintain relationships with policyholders in a regulated,